Document package instructions

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Dear Client,
Thank you for choosing RT Tax to refund your taxes from the USA!
Getting your Tax Refund was never easier! Simply follow these steps:

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PRINT all the pages of this file

SIGN at “X” marks

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TAKE A PICTURE or SCAN documents listed below (please make sure the quality is good)

Registration Form
Power of Attorney/Agreement

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Power of Attorney
You will find them in this package
Form 2848
Form 8821
Agreement

 W-2 form (s) or Last pay-slip (s) (from all your employers)
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 Copy of your Passport
 Copy of your Social Security Card
 Copy of your U.S. Visa
 DS-2019 form (only for j1 visa holders)
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NOTES: Even if you do not have all the necessary documents, you can start your Tax Refund.
We will get the missing documents for you!
In case you get any correspondence from US Tax Authorities to your home address,
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you have to notify us as soon as possible to our email info@rttax.com.

SUBMIT ALL YOUR DOCUMENTS TO RT Tax!

 Upload ONLINE at www.rttax.com

 Or E-mail to usa@rttax.com

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Or bring/send to RT Tax representative office:

RT Tax OR RT Tax
P.O. Box 219 P.O. Box 5340
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Kaunas LT-44001 Woodridge, IL 60517

Lithuania United States of America

RELAX! YOUR JOB IS DONE! WE WILL DO THE REST!

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Your Reliable Tax Refund Partner!

 Tax Refund PROCESS:

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We will send you an e-mail with your calculated estimated refundable amount.
If you do not receive such e-mail, please contact us at info@rttax.com or online www.rttax.com

We will process your documents and will send them to the U.S. tax authorities for

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the tax refund.

After the refund is processed by tax authorities you will receive the refunded money.

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Tax Refund PERIOD:

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We will start processing you tax refund after the end of financial year, when the tax refund forms are
available at IRS, approximately - February 1.
We will fill and mail the tax refund documents to USA tax authorities in the shortest time possible.
After that the refund period will depend on the U.S. tax authorities. Usually it takes 3-5 months.
You may also apply for faster tax refund for additional fee:
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“Fast” up to 45 working days
“Express” up to 7 working days
Note: Only clients applying for the tax refund through MasterCard option may apply for the “Fast” and “Express”
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tax refund.

In what cases tax authorities will delay to refund your taxes?

- you did not provide the information about ALL of the employers
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- you did not provide the LAST pay check or FORM W-2 from all of your employments
- The U.S. Tax Authorities chooses your file for a review and puts it "on hold” status.
Note: In case you get any correspondence from US Tax Authorities to your home address, you have to notify us
as soon as possible to our email info@rttax.com.
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Service FEES:

“Regular” Federal and State tax refund:

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79 USD, if refundable amount 0-790 USD

10%, if refundable amount 791 USD and more

“Fast” tax refund: additional fee is 49 USD

“Express”: additional fee is 129 USD
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Social Security and Medicare (SSMT) Tax Refund fee is 10 % from the refundable amount,
but not less than 90 USD.
 Registration form
USA Tax Refund

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RT Adwords Text AdsUSE ENGLISH LETTERS PLEASE! ONLINE
First (Given) Name: MAITRI
Middle Name: JAYESH
Surname (Last Name): DOSHI
E-mail address: Doshimaitri193@gmail.com

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Home tel.:
+919819684372
Date of birth: 9 2y / ___
______ 0 6 m /1___
8 d Mob tel.: X

Refund Type REGULAR (approx. 90-150 days) X FAST (45 business days)

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Social Security Number: 7 3 4 2 0 7 4 6 8
Your mother's name and surname:BHAVINI DOSHI
Your father's name and surname: JAYESH DOSHI

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Arrival to the USA date: 2 0 1_ 4
_ y /0
_ 8
_ m /1_ 2_ d Leaving the USA date: 2 01_ 7_ y / 0_ 8
_ m /0_ 4_ d

For what year do you want to claim your TAX Refund with RT Tax? 2017
Did you apply for the same tax refund that you are applying now at another company or by yourself earlier? Yes X No
How many employers did you have: 1 What State have you worked in: NY
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Your City of Birth: MUMBAI
Employment Information
You must list ALL THE EMPLOYERS (even if you did not pay taxes in that job) and provide THE LAST PAY-SLIPS or W-2 FORMS.
If you do not have documents from employers, we will help you to get them.
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1. Company: ServiceChannel.com, Inc. 2. Company:

Address: 9 Albertson Avenue, Suite 1, Albertson, NY 11507 Address:
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Tel/Fax: 516/240-6815 Tel/Fax:

E-mail: E-mail:
I have W2 form or last pay-slip from this job YES NO X I have W2 form or last pay-slip from this job YES NO
If NO, I want RT Tax to get replacement YES X NO If NO, I want RT Tax to get replacement YES NO

Client notes:
3. Company:
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Address:

Tel/Fax:
E-mail:
I have W2 form or last pay-slip from this job YES NO
RT Tax notes:
If NO, I want RT Tax to get replacement YES NO
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Income:
4. Company:
Taxes paid: Address:

Tel/Fax:
E-mail:
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I have W2 form or last pay-slip from this job YES NO

In case you get any correspondence from US Tax Authorities If NO, I want RT Tax to get replacement YES NO
to your home address, you have to notify us as soon as
possible to our email info@rttax.com.
By signing this form I declare that all the information, Signature: X
supplied by me on this form is correct and complete. Date: X
 POWER OF ATTORNEY

MAITRI JAYESH DOSHI 1992-06-18

.................................................................................................................., personal ID No / date of birth ................................ (the “Principal”) hereby authorises

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UAB A & Z Group, company code 302522637, office address at Laisves Al. 67, Kaunas, Lithuania, its managers and/or employees (the “Agent”)
to perform any and all actions required for the proper performance of the Agent’s obligations under the Collection Agreement executed with the
Principal, i.e. including, but not limited to:
(i) to receive the cheques drawn for the benefit of the Principal and in the name of the Principal or in the name of the Agent (the “Cheques”) from
any persons;
(ii) to collect the Cheques in the bank account of the Agent;
(iii) to receive on behalf of the Principal amounts transferred by third parties;
(iv) to transfer the amounts received after collection of Cheques or received directly from the third parties to the Principal by a bank transfer, by
issuing a cheque or in any other way if its agreed by the Principal and the Agent;

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(v) from the amount to be transferred to the Principal to deduct the fee payable to the Agent under the Collection Agreement and the amount of
service fee payable to Torus Solution NV, under the Services Agreement executed between the Principal and Torus Solution NV;
(vi) to prepare, sign, submit and receive all and any documents related to the above mentioned assignments, and to perform all and any other actions
in connection with the foregoing.
The Agent shall be entitled to delegate powers granted hereunder to any third person. This Power of Attorney shall be valid for 2 (two) years from its

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execution.

X
The Principal (signature): ___________________________________ Date: ______________________

Collection Agreement
Place: ..................................... Date: ....................................

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This Collection Services Agreement (the “Agreement”) is executed by and between:
(1) UAB A & Z Group, company code 302522637, Laisves Al. 67, Kaunas, Lithuania (the “Agent”), e-mail: info@chekis.com, and

(2) MAITRI JAYESH DOSHI

............................................................................................................................................................., 1992-06-18
date of birth......................................... (the “Principal”).
Hereinafter the Agent and the Principal together are referred to as the “Parties” and each separately as the “Party”.
RECITALS
(A) The Principal and Torus Solution NV have executed the Services Agreement, pursuant to which Torus Solution NV shall provide receivables administration
services (the “Receivables”) in accordance with the Services Agreement. Receivables will be refunded to the Principal in a form of cheque (cheques will be
drawn in the name of the Principal or the Agent, who provides cheques collection and related services (the “Cheque”), as the nominee of the Principal) or by a
direct bank transfer;
(B) The Parties wish to agree on the terms and conditions of the collection of the Cheque;
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(C) For the purposes of implementation of this Agreement, the Agent will use the personal data, bank account details and other information of the Principal
submitted to the Agent.
1. Subject matter
1.1. In accordance with the terms and conditions set in this Agreement, the Agent shall provide to the Principal cheques collection and related services (the
“Services”) and the Principal shall accept and remunerate for such Services.
2. Terms of Provision of Services
2.1. The Parties agree that the Agent will act and shall be indicated in all related documents as the nominee to receive the Cheque and/or other kinds of payments on
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behalf of the Principal.

2.2. Once the Cheque is received by the Agent, he will submit the cheque for collection to any bank selected by the Agent. The submission shall be made not later
than within 15 (fifteen) days from the receipt of the Cheque or other receivables.
2.3. The Cheque or other payments received shall be collected on the separate bank account of the Agent. The collected money and/or amounts received from the
third parties shall be accounted separately from the funds of the Agent in a separate account. The Parties agree that these amounts are owned by the Principal
and are held in the account of the Agent for the benefit of the Principal in accordance with this Agreement until the transfer of the amounts due to the Principal
in accordance with this Agreement. These amounts shall not be considered as the income of or as otherwise owned by the Agent and, unless agreed otherwise,
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the Agent shall not be entitled to use the collected money for his own needs.
2.4. If according to this agreement, the Principal does not provide required Principal’s personal data including bank account information for completion of the Services
within 1 (one) year from the date the Collection Agreement was signed, the Agent shall deduct its service fee and (if applicable) additional bank charges under
Section 2.6(ii) and shall transfer the remaining amount(s) to Torus Solution NV bank account. This shall be treated as proper and full performance of the
obligations of the Agent set in the Agreement and the Agent shall not be held liable for any further claims against the amounts concerned.
2.5. The money received after collection of the Cheque or received directly from any third parties shall be refunded to the Principal after deduction of the Service Fee
in accordance with Section 3.1, 3.2 hereof, and the service fee payable by the Principal to the Torus Solution NV under the Services Agreement and (if applicable)
additional bank charges under Section 2.6(ii), by a bank transfer or by a bank cheque drawn in the name of the Principal or his/her nominee.
2.6. The Agent shall bear the cost of one bank transfer. However, the Agent shall not be responsible for (i) any fees charged by the Principal’s bank or intermediary
bank; or (ii) for any additional bank charges if the bank needs to repeat the transfer because of the incorrect or incomplete information provided. Where the
receivable amount is converted from one currency to another, it shall be calculated in accordance with the exchange rate applied by the respective bank valid on
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the day of conversion for the purposes of the bank transfer to be made to the Principal’s bank account. The Agent shall bear the cost of the currency conversion.
2.7. While providing the Services the Agent shall as necessary disclose that he is acting as the nominee of the Principal and the collection of the Cheque or other
payments received and transfer of money is made in the name and on behalf of the Principal.
3. The Services Fees
3.1. The fee for the Services (the “Service Fee”) shall be a fixed amount of USD 29 (twenty nine) plus VAT (if applicable) for one transfer in accordance with the
terms and conditions of this Agreement.
3.2. The Service Fee shall be deducted from the amount received after collection of the Cheque or from the other payments received, prior to the transferring it to
the Principal’s bank account.
4. Validity of the Agreement
4.1. The Agreement shall come into force upon signing of it by both Parties and shall be valid until the proper and full performance of the obligations of the Parties
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set in the Agreement.

4.2. The Agreement may be terminated by the mutual agreement of the Parties.
4.3. The Principal shall have the right to unilaterally terminate the Agreement only prior to Torus Solution NV has started implementing agreed conditions described in
the Services Agreement, by informing the Agent in accordance with Section 5.3 hereof. After Torus Solution NV activities has been started, the Agent will
complete the provisions of the Services hereunder, to the extent possible, and shall have a right to make the deductions in accordance with Section 2.5 and (if
applicable) Section 2.6 hereof.
5. Miscellaneous
5.1. This Agreement is executed in English. The electronic copy of the Agreement shall be provided to the Principal at his request after it is executed by the Agent. All
amendments to the Agreement shall be valid if they are in writing and signed by both Parties.
5.2. The Agreement shall be governed by the Lithuanian law, and any dispute arising from or in connection with the Agreement shall be resolved by the court of the
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Republic of Lithuania.
5.3. All notices and other communication under this Agreement shall be in writing and shall be handed in person or sent by regular mail, e-mail or fax to the
addresses of the Agent provided above, and to the addresses of the Principal provided by the Torus Solution NV under the Services Agreement.

Agent Principal

_____________________________________ X
______________________________________
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POWER OF ATTORNEY

MAITRI JAYESH DOSHI

I, the undersigned ……………..……..……..……...................................……………………………..................., date of birth
1992-06-18
………………….......……..…, 734207468
Social Security number ....………................………………………………........., residing at

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A/602 pusph vinod 1, pushpa park, sv road, borivali west.
.....................................................................................................................................................................................
…………...................... (hereinafter referred to as the “Principal”), hereby grant a power of attorney to the
company, „Unidata“ Ltd, Reg. No 303490943, its officers and/or employees (hereinafter referred to as the

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“Agent”), to sign, verify and file all the principal’s federal, state, social security and medicare, local income
and other tax returns; examine and copy all the principal’s tax returns and records; represent the principal
before any federal, state or local revenue agency or taxing body and, in general, exercise all powers with
respect to tax matters which the principal could, if present and under no disability.

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On the basis of this power of attorney “Unidata” Ltd its officers and/or employees are given the
authority:

1. To act as an agent in preparing and dealing with the Principal’s income tax return(s) for the tax years
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2013-2018.
2. To use own postal address on the Principal’s tax return(s).
3. To receive all correspondence from the IRS and State Tax Authorities.
4. To request from the Principals employer(s) and to receive Principal’s W-2 form to the address:
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1219 Ogden Ave. Suite # T, Downers Grove, IL 60515, USA

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Signed this ..…..…... day of ……………..………..……, 20............

Signature of the Principal: X ………………………………………………

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Form 2848 Power of Attorney
OMB No. 1545-0150
For IRS Use Only
(Rev. January 2018)
Department of the Treasury
and Declaration of Representative Received by:
Internal Revenue Service a Go to www.irs.gov/Form2848 for instructions and the latest information. Name
Part I Power of Attorney Telephone
Caution: A separate Form 2848 must be completed for each taxpayer. Form 2848 will not be honored Function
for any purpose other than representation before the IRS. Date / /

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1 Taxpayer information. Taxpayer must sign and date this form on page 2, line 7.
Taxpayer name and address Taxpayer identification number(s)
MAITRI JAYESH DOSHI 734 20 7468
Daytime telephone number Plan number (if applicable)

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hereby appoints the following representative(s) as attorney(s)-in-fact:
2 Representative(s) must sign and date this form on page 2, Part II.
Name and address CAF No.
PTIN
UAB RT, P/D 219 Telephone No.
KAUNAS, LT-44001, LITHUANIA Fax No.

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Check if to be sent copies of notices and communications Check if new: Address Telephone No. Fax No.
Name and address CAF No.
PTIN
Telephone No.
Fax No.
Check if to be sent copies of notices and communications Check if new: Address Telephone No. Fax No.
Name and address CAF No.
PTIN
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Telephone No.
Fax No.
(Note: IRS sends notices and communications to only two representatives.) Check if new: Address Telephone No. Fax No.
Name and address CAF No.
PTIN
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Telephone No.
Fax No.
(Note: IRS sends notices and communications to only two representatives.) Check if new: Address Telephone No. Fax No.
to represent the taxpayer before the Internal Revenue Service and perform the following acts:
3 Acts authorized (you are required to complete this line 3). With the exception of the acts described in line 5b, I authorize my representative(s) to receive and
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inspect my confidential tax information and to perform acts that I can perform with respect to the tax matters described below. For example, my representative(s)
shall have the authority to sign any agreements, consents, or similar documents (see instructions for line 5a for authorizing a representative to sign a return).
Description of Matter (Income, Employment, Payroll, Excise, Estate, Gift, Whistleblower,
Tax Form Number Year(s) or Period(s) (if applicable)
Practitioner Discipline, PLR, FOIA, Civil Penalty, Sec. 5000A Shared Responsibility
(1040, 941, 720, etc.) (if applicable) (see instructions)
Payment, Sec. 4980H Shared Responsibility Payment, etc.) (see instructions)

Individual Income Tax 1040EZ, 1040NR-EZ, 1040NR, 4852 2017, 2016, 2015, 2014
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FICA Tax 843, 8316 2017, 2016, 2015, 2014

State Income Tax 2017, 2016, 2015, 2014

4 Specific use not recorded on Centralized Authorization File (CAF). If the power of attorney is for a specific use not recorded on CAF,
check this box. See the instructions for Line 4. Specific Use Not Recorded on CAF . . . . . . . . . . . . . . . a X

5a Additional acts authorized. In addition to the acts listed on line 3 above, I authorize my representative(s) to perform the following acts (see
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instructions for line 5a for more information): Access my IRS records via an Intermediate Service Provider;
X Authorize disclosure to third parties; X Substitute or add representative(s); X Sign a return; This Power of Attorney is being filed
pursuant to Regulations section 1-6012-1(a)(5) by reason of my continuous absence from the United States.

X Other acts authorized: In addition, the representative is authorized to make, execute and file form 4506-T and specific claim
for refund on forms 843 and 8316.
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For Privacy Act and Paperwork Reduction Act Notice, see the instructions. Cat. No. 11980J Form 2848 (Rev.1-2018)
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Form 2848 (Rev. 1-2018) Page 2

b Specific acts not authorized. My representative(s) is (are) not authorized to endorse or otherwise negotiate any check (including directing or
accepting payment by any means, electronic or otherwise, into an account owned or controlled by the representative(s) or any firm or other
entity with whom the representative(s) is (are) associated) issued by the government in respect of a federal tax liability.
List any other specific deletions to the acts otherwise authorized in this power of attorney (see instructions for line 5b):

6 Retention/revocation of prior power(s) of attorney. The filing of this power of attorney automatically revokes all earlier power(s) of

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attorney on file with the Internal Revenue Service for the same matters and years or periods covered by this document. If you do not want
to revoke a prior power of attorney, check here . . . . . . . . . . . . . . . . . . . . . . . . . . a

YOU MUST ATTACH A COPY OF ANY POWER OF ATTORNEY YOU WANT TO REMAIN IN EFFECT.
7 Signature of taxpayer. If a tax matter concerns a year in which a joint return was filed, each spouse must file a separate power of attorney
even if they are appointing the same representative(s). If signed by a corporate officer, partner, guardian, tax matters partner, partnership

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representative, executor, receiver, administrator, or trustee on behalf of the taxpayer, I certify that I have the legal authority to execute this form
on behalf of the taxpayer.
a IF NOT COMPLETED, SIGNED, AND DATED, THE IRS WILL RETURN THIS POWER OF ATTORNEY TO THE TAXPAYER.

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Signature Date Title (if applicable)

X
Print Name Print name of taxpayer from line 1 if other than individual
Part II Declaration of Representative
Under penalties of perjury, by my signature below I declare that:
• I am not currently suspended or disbarred from practice, or ineligible for practice, before the Internal Revenue Service;
• I am subject to regulations contained in Circular 230 (31 CFR, Subtitle A, Part 10), as amended, governing practice before the Internal Revenue Service;
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• I am authorized to represent the taxpayer identified in Part I for the matter(s) specified there; and
• I am one of the following:
a Attorney—a member in good standing of the bar of the highest court of the jurisdiction shown below.
b Certified Public Accountant—a holder of an active license to practice as a certified public accountant in the jurisdiction shown below.
c Enrolled Agent—enrolled as an agent by the Internal Revenue Service per the requirements of Circular 230.
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d Officer—a bona fide officer of the taxpayer organization.

e Full-Time Employee—a full-time employee of the taxpayer.
f Family Member—a member of the taxpayer’s immediate family (spouse, parent, child, grandparent, grandchild, step-parent, step-child, brother, or sister).
g Enrolled Actuary—enrolled as an actuary by the Joint Board for the Enrollment of Actuaries under 29 U.S.C. 1242 (the authority to practice before
the Internal Revenue Service is limited by section 10.3(d) of Circular 230).
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h Unenrolled Return Preparer—Authority to practice before the IRS is limited. An unenrolled return preparer may represent, provided the preparer (1)
prepared and signed the return or claim for refund (or prepared if there is no signature space on the form); (2) was eligible to sign the return or
claim for refund; (3) has a valid PTIN; and (4) possesses the required Annual Filing Season Program Record of Completion(s). See Special Rules
and Requirements for Unenrolled Return Preparers in the instructions for additional information.
k Qualifying Student—receives permission to represent taxpayers before the IRS by virtue of his/her status as a law, business, or accounting student
working in an LITC or STCP. See instructions for Part II for additional information and requirements.
r Enrolled Retirement Plan Agent—enrolled as a retirement plan agent under the requirements of Circular 230 (the authority to practice before the
Internal Revenue Service is limited by section 10.3(e)).
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a IF THIS DECLARATION OF REPRESENTATIVE IS NOT COMPLETED, SIGNED, AND DATED, THE IRS WILL RETURN THE
POWER OF ATTORNEY. REPRESENTATIVES MUST SIGN IN THE ORDER LISTED IN PART I, LINE 2.
Note: For designations d-f, enter your title, position, or relationship to the taxpayer in the "Licensing jurisdiction" column.
Licensing jurisdiction
Designation— Bar, license, certification,
(State) or other
Insert above registration, or enrollment Signature Date
licensing authority
letter (a–r). number (if applicable).
(if applicable).
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Form 2848 (Rev. 1-2018)

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8821 Tax Information Authorization
OMB No. 1545-1165
For IRS Use Only
Form a Go to www.irs.gov/Form8821 for instructions and the latest information. Received by:

a Don’t Name
(Rev. January 2018) sign this form unless all applicable lines have been completed.
a Don’t use Form 8821 to request copies of your tax returns Telephone
Department of the Treasury Function
Internal Revenue Service or to authorize someone to represent you.
Date

1 Taxpayer information. Taxpayer must sign and date this form on line 7.
Taxpayer name and address Taxpayer identification number(s)
MAITRI JAYESH DOSHI 734 20 7468

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Daytime telephone number Plan number (if applicable)

2 Appointee. If you wish to name more than one appointee, attach a list to this form. Check here if a list of additional
appointees is attached a

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Name and address CAF No.
PTIN
Telephone No.
Fax No.
Check if new: Address Telephone No. Fax No.
3 Tax Information. Appointee is authorized to inspect and/or receive confidential tax information for the type of tax, forms,
periods, and specific matters you list below. See the line 3 instructions.

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By checking here, I authorize access to my IRS records via an Intermediate Service Provider.
(a) (b) (c) (d)
Type of Tax Information (Income, Tax Form Number Year(s) or Period(s) Specific Tax Matters
Employment, Payroll, Excise, Estate, Gift,
Civil Penalty, Sec. 4980H Payments, etc.) (1040, 941, 720, etc.)

Individual Income Tax 1040EZ, 1040NR-EZ, 1040NR, 4852 2017, 2016, 2015, 2014
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FICA Tax 843, 8316 2017, 2016, 2015, 2014

State Income Tax 2017, 2016, 2015, 2014

4 Specific use not recorded on Centralized Authorization File (CAF). If the tax information authorization is for a specific
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use not recorded on CAF, check this box. See the instructions. If you check this box, skip lines 5 and 6 . . . . . . a

5 Disclosure of tax information (you must check a box on line 5a or 5b unless the box on line 4 is checked):
a If you want copies of tax information, notices, and other written communications sent to the appointee on an ongoing
basis, check this box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . a X
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Note. Appointees will no longer receive forms, publications, and other related materials with the notices.
b If you don’t want any copies of notices or communications sent to your appointee, check this box . . . . . . . . a

6 Retention/revocation of prior tax information authorizations. If the line 4 box is checked, skip this line. If the line 4 box
isn’t checked, the IRS will automatically revoke all prior Tax Information Authorizations on file unless you check the line 6
box and attach a copy of the Tax Information Authorization(s) that you want to retain. . . . . . . . . . . . . a
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To revoke a prior tax information authorization(s) without submitting a new authorization, see the line 6 instructions.
7 Signature of taxpayer. If signed by a corporate officer, partner, guardian, partnership representative, executor, receiver,
administrator, trustee, or party other than the taxpayer, I certify that I have the authority to execute this form with respect to
the tax matters and tax periods shown on line 3 above.

a IF NOT COMPLETE, SIGNED, AND DATED, THIS TAX INFORMATION AUTHORIZATION WILL BE RETURNED.
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a DON’T SIGN THIS FORM IF IT IS BLANK OR INCOMPLETE.

X
Signature Date

X
Print Name Title (if applicable)
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For Privacy Act and Paperwork Reduction Act Notice, see instructions. Cat. No. 11596P Form 8821 (Rev. 1-2018)
 Agreement

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This Services Agreement (the “Agreement”) is executed by and between: Date: ...............................
(1) Torus Solution NV (dba RT Tax), company code 126057, represented by the person dully authorized under existing legislation (the “Service Provider”); and

(2) MAITRI JAYESH DOSHI

...................................................................................................., 1992-06-18
date of birth ......................................... (the “Client”).
Hereinafter the Service Provider and the Client together are referred to as the “Parties” and each separately as the “Party”.
RECITALS
(A) The Service Provider provides tax refund and related services and the Client wishes to recover the personal income tax paid due to work abroad or on other
grounds.

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(B) The Parties wish to agree on the terms and conditions of tax refund.
1. Subject matter
1.1. In accordance with the terms and conditions set in this Agreement, the Service Provider shall provide to the Client tax refund and related services, i.e. shall draw
up the documents necessary for the refund of the taxes paid by the Client in the United States of America and shall present them to the corresponding tax authorities
or other competent institutions (the “Services”), and the Client shall accept and remunerate for such Services.
1.2. By this Agreement the Client authorises the Service Provider to prepare, sign and file tax returns and to receive all correspondence, including tax refund cheques,
from tax authorities. Service Provider will as necessary disclose that he is acting as the nominee of the Client and all the actions are made in the name and on

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behalf of the Client.
1.3. Taxes will be refunded to the Client by a bank transfer of the refunded amount to the bank account, prepaid debit card or by a bank cheque drawn in the name of
the Client. If Tax Refund Cheque is received, the Cheque shall be collected and the tax refund amount shall be transferred to the Client by the Collection Services
Provider in accordance with the terms and conditions set in the Collection Agreement executed between the Client and the Collection Services Provider.
1.4. The final amount of the taxes to be refunded shall be established by a competent institution of the foreign country. The amounts calculated by the Service Provider
are for information purposes only and do not entitle the Client to claim the preliminarily calculated amount.
2. Terms of Provision of Services
2.1. The Service Provider hereby undertakes:
2.1.1. to provide the Client information on the documents that the Client needs to submit to the Service Provider for the purposes of filing for the tax refund;

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2.1.2. to collect, complete and sign all the required forms, requests and other related documents on behalf of the Client;
2.1.3. to submit the required documents to the respective tax authorities or other competent institutions that are responsible for tax refunds;
2.1.4. to inform the Client about the process of the tax refund and other related matters at the Client’s request;
2.1.5. to transfer the Tax Refund Cheque to the Collection Services Provider for collection under the Collection Agreement executed between the Client and
the Collection Services Provider or to instruct the tax authority to transfer the tax refund amount to the Collection Services Provider for subsequent
transfer of tax refund amount to the Client, or to instruct the tax authority to transfer the tax refund directly to the Client’s prepaid debit card.
2.2. The Client hereby undertakes:
2.2.1. to provide to the Service Provider complete, true and accurate information and documents (originals and copies) required for the completion of the tax
refund. The Client is entitled to provide the information either by filling in paper forms provided by Services Provider or by filling in the online information
form available at the Service Provider’s internet site;
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2.2.2. to fill in and sign any forms and other documents required for the completion of the tax refund;
2.2.3. to inform the Service Provider immediately and in all cases not later than within 5 (five) days, if the foreign tax or other authority transfers the refunded
amount or a part thereof or sends the Tax Refund Cheque for the full refund amount or a part thereof directly to the Client;
2.2.4. during the validity term of this Agreement to abstain from executing tax refund services agreements with other service providers;
2.2.5. to inform the Service Provider of the new employment or self-employment in a foreign country;
2.2.6. to inform the Service Provider of any changes in the Client’s contact details or about any other changes that may have impact to the tax refund. The
information can be updated on the internet site of the Service Provider or e-mailed;
2.2.7. to pay the Service Provider the Service Fee as set out in Section 3 hereof.
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2.2.8. to consent that Service Provider can share and store Client's data, including SSN and employment and tax data and to consent that tax return information
might be disclosed to a tax return preparer located outside the United States, including personally identifiable information such as your Social Security
Number (“SSN”). This consent is given according with U.S. Treasury Reg. Section 301.7216-3 and Rev. Proc. 2013-14.
3. The Services Fees
3.1. The fee for the Services (the “Service Fee”) for refunding taxes for each tax year shall be:
3.1.1. For the USA tax refund (Federal and State), if the tax refund amount is between 0‐790 USD, the service fee shall be 79 USD; 791 and more USD, the
service fee shall be 10% from the refunded amount.
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3.1.2. Additional Fee applies for the “Fast” tax refund – 49 USD. “Fast” is only available for Federal tax refund – you will get State refund as “Regular”. “Fast”
tax refund is available to the Clients who applies through MasterCard option only.
3.1.3. USA tax refund (Social Security and Medicare): the service fee shall be 10% from the refunded amount, with a fixed minimum of USD 90;
3.2. The additional fees: for the retrieval of the lost or missing W2 form is 25 USD, for filling the USA amended tax return (F 1040X) the fee is 79 USD, for financial
administration the fee is 29 USD.
3.3. The Client shall also compensate the fees and costs incurred by the Service Provider in the tax refund process that could not be foreseen at the moment of the
execution of this Agreement as listed in the pricelist of the Service Provider.
3.4. The amount of the payable VAT (if applicable) shall be added to all amounts indicated in Sections 3.1-3.3 hereof. The fees established in Sections 3.1-3.2 may be
changed by the Service Provider unilaterally and shall be applicable to any request of the Client to provide the Services submitted after the Client has received
notice on the change of fees.
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4. The Service Fee shall be deducted from the amount received after the tax refund prior to the transferring it to the Client’s account. If, by some reasons, the Client
receives the tax refund cheque to his home address, he/she must inform about it Service Provider and pay the Service Fee (s) according to this Agreement. If the
Client does not pay the Service Fee (s) in 10 (ten) days after receiving the invoice, he/she shall be obligated to pay late charges 0.2 percent per month on the
unpaid balance of the invoice.
5. Liability
5.1. If the Client terminates the Agreement for the other reasons than failure by the Service Provider to perform its obligations after the filing for the tax refund is done
or in case of breach of obligations set out in Section 2.2.4 hereof, the Client shall pay the fine of USD 100 and shall cover all expenses of the Service Provider
incurred due to the termination of the Agreement, not covered by the fine.
5.2. The Service Provider shall not be liable for: the delays in refunding taxes if the delay is caused by the foreign tax or other competent institutions; the failure to
refund taxes, for the tax liability or for any other negative consequences, which occurred due to false, inaccurate or incomplete information provided by the Client
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or due to Client’s prior financial commitments to any foreign tax or other institutions; the negative consequences incurred by the Client due to the changes in the
applicable laws, rules, regulations or procedures applicable for the tax refund; additional bank charges, if the bank needs to repeat the transfer because of the
incorrect or not full information provided; and any fees charged by the Client’s or intermediary bank.
6. Validity of the Agreement
6.1. The Agreement shall come into force upon signing of it by both Parties and shall be valid until the proper and full performance of the obligations of the Parties set
in the Agreement. The Agreement may be terminated by the mutual agreement of the Parties. The Client shall have the right to unilaterally terminate the Agreement
prior to the filing for tax refund by informing the Service Provider in accordance with Section 6.1 hereof.
7. Miscellaneous
7.1. All additions, amendments and annexes to the Agreement shall be valid if they are executed in writing and signed by both Parties without prejudice to Sections
3.1-3.4 hereof. The electronic copy of the Agreement shall be provided to the Principal at his request after it is executed by the Agent. The disputes arising between
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the Parties regarding this Agreement or during the performance of this Agreement are settled by way of negotiations. In case of failure to come to an agreement,
the disputes shall be finally settled by the competent court. All notices and other communication under this Agreement shall be in writing and shall be handed in
person or sent by regular mail, e-mail or fax.

Client X_____________________________